47
47
Nov 13, 2012
11/12
by
CNBC
tv
eye 47
favorite 0
quote 0
josh brown, for example, right? coal's micci inpicking up a lit. you had romney talking about it during the campaign. nat gas prices have gone up. the economy seems to be showing some signs of life. all good for the rails? >> i think it's important to draw distinctions. steve weiss is talking about the actual rail operators, whereas what carl icahn is doing, he's selling into the manufacturers who sell rail cars to those operators. these are two very different stories. but i see your point with coal picking up a little bit. but i've got to tell you, you want to be careful about which type of coal and which routes. so i agree with mr. weiss on unp, union pacific. their lines go directly past the powder river basin, where the most highly priced coal being shipped to asia is being taken out. something like a csx is different. it's more way involved with appalachian coal and i don't think it's as clean a story. but carl is making a bet that railroad capex at some point will pick up or he'll be able h will be able to sell the company outright. that's to
josh brown, for example, right? coal's micci inpicking up a lit. you had romney talking about it during the campaign. nat gas prices have gone up. the economy seems to be showing some signs of life. all good for the rails? >> i think it's important to draw distinctions. steve weiss is talking about the actual rail operators, whereas what carl icahn is doing, he's selling into the manufacturers who sell rail cars to those operators. these are two very different stories. but i see your...
73
73
Nov 19, 2012
11/12
by
CNBC
tv
eye 73
favorite 0
quote 0
our traders today, joe terranova, john najarian, josh brown. are you buying stocks today or feeling betber the market? >> no, not really. today is really positive action. we should have bounced here. and we did. especially when you look at apple. it was at a key level of support. today we acted the way it should. i don't know the that this correction has much further to go. i don't think one day's action calls it the end. i would pay specific attention today if you are trading or investing to a follow-through in small caps and emerging markets. that will give you a sign there's more oomph left. if those two areas stayed, i would say take the 1% plus gains and walk today. >> joe, talked about how dangerous it is to be short this market. >> yes. >> after we what we got friday, that more conciliatory tone in washington. >> options expiration has a lot do with what we are see something the marketplace today. i think there's -- certainly short sellers that have been covering on friday. covering again today. now -- technicians will tell you be carefu
our traders today, joe terranova, john najarian, josh brown. are you buying stocks today or feeling betber the market? >> no, not really. today is really positive action. we should have bounced here. and we did. especially when you look at apple. it was at a key level of support. today we acted the way it should. i don't know the that this correction has much further to go. i don't think one day's action calls it the end. i would pay specific attention today if you are trading or...
35
35
Nov 15, 2012
11/12
by
CNBC
tv
eye 35
favorite 0
quote 0
. >> everything has to be on the table, josh brown. we're trying to figure out what the heck to do in the market, how do you make your decisions whether to buy stock here? >> the way we respond is to take a look at the markets here. what are trends telling us? what they're telling us is the bears are in control at the moment. there will be a bounce at some point. a lot of those bounces have faded. for us, we'd rather be liquid. we've been mentioning that on the show. it's not perma bearishness. when things change, we can move. that's been the posture. i will say the only overweight we still maintain is health care. we think that acts the best on the way out of this thing even though over the last month the sector has been down 6%. >> you have a more defensive bent. stephanie link, has this debate and the rancor around it and the inability of our leaders to rise above, has it killed any hopes for a year-end rally? >> well, yeah, certainly if we don't get a fiscal cliff resoluti resolution, certainly. >> is it off the table? >> it depend
. >> everything has to be on the table, josh brown. we're trying to figure out what the heck to do in the market, how do you make your decisions whether to buy stock here? >> the way we respond is to take a look at the markets here. what are trends telling us? what they're telling us is the bears are in control at the moment. there will be a bounce at some point. a lot of those bounces have faded. for us, we'd rather be liquid. we've been mentioning that on the show. it's not perma...
36
36
Nov 29, 2012
11/12
by
CNBC
tv
eye 36
favorite 0
quote 0
josh brown. i'm just curious, if you took a look at that gdp third quarter revision from this morning, one of the things i think jumped out most is that really all of the improvement comes as a result of both federal spending and then the other thing -- then the other thing that people don't want to see which is a lot of inventory restocking which i understand is seasonal. but now that's on the backs of the consumers, actually, taking those products out of stores to their homes. are we really going to be able to say that that was a good upward revision? even though the number went up? >> no. frankly, the market would have already priced that in after they released the number. we're in what we're calling a fundamental sweet spot. the last thing investors should want are great economic data series. very low unemployment. because with that comes tighter monetary policy. historically the market moves up when there's money availability which drives positive economic activity. what we mean by the funda
josh brown. i'm just curious, if you took a look at that gdp third quarter revision from this morning, one of the things i think jumped out most is that really all of the improvement comes as a result of both federal spending and then the other thing -- then the other thing that people don't want to see which is a lot of inventory restocking which i understand is seasonal. but now that's on the backs of the consumers, actually, taking those products out of stores to their homes. are we really...
35
35
Nov 27, 2012
11/12
by
CNBC
tv
eye 35
favorite 0
quote 0
brown forman is doing it as well. the list gets bigger by the day. >> yeah. it wouldn't surprise me to see this continue as john and steve talked about, cash-rich companies. many think it's because they make jack daniels, and they think we may need some as we head towards the fiscal cliff. >> doc, if you want a best guess on who is next, what kind of names? >> i'd like at microsoft and apple, quite frankly. the reason is big insiders, steven jobs widow is a huge shareholder over at apple. the board members and insiders are huge there, and then microsoft, bomber and gates huge insiders. they can take this money after the table at 15%. why wouldn't you, judge? >> weiss. >> i agree with apple. i hadn't been in that camp before, but with all the cash they have it's impossible to buy anybody else, although i'm sorry to hear r.i.m. may be in consideration. they have to give a dividend out there. the cash isn't earning anything on the balance sheet. give it to shareholders and make people happy and draw others into the stock. >> j.j. >> here's one people may not loo
brown forman is doing it as well. the list gets bigger by the day. >> yeah. it wouldn't surprise me to see this continue as john and steve talked about, cash-rich companies. many think it's because they make jack daniels, and they think we may need some as we head towards the fiscal cliff. >> doc, if you want a best guess on who is next, what kind of names? >> i'd like at microsoft and apple, quite frankly. the reason is big insiders, steven jobs widow is a huge shareholder...